See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,427 | $160,055-44.8% | $140,016-36.8% | $135,375-34.7% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -18.33% | 911.38%-929.7pp | 651.12%-669.5pp | 519.73%-538.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,364 | $7,642+88.0% | $6,927+107.4% | $5,609+156.1% |
| Admin fee / account holder | $3,264 | $13,328-75.5% | $10,705-69.5% | $10,827-69.9% |